Wealthways in Birtinya | Financial service

Wealthways

Locality: Birtinya

Phone: +61 7 5443 9433

Address: Ground Floor, Regatta One Building, 2 Innovation Parkway 4575 Birtinya, QLD, Australia

Website: http://wealthways.com.au

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• Financial planner

24.01.2022 Understanding the real cost of your lifestyle and knowing your FATE can help to create a life of choice and financial independence. Is your financial FATE in your hands? https://goo.gl/yfQoVd

23.01.2022 Over on the blog, we give you the background to franking credits, when they were introduced to Australia, and how you can use them to boost your income.

22.01.2022 If you don’t read the newspaper you are uninformed, if you do read the newspaper you are misinformed. With so much sensational speculation in the media about downturns, it can be difficult to know what to do when it comes to investing. You need to stick to the fundamentals.

21.01.2022 It can be surprising how quickly people can fall into a cycle of over-spending, often via complex debt arrangements that can lead to disaster. Are you spending more than you realise? #debt #spending #householdcosts

20.01.2022 If keeping a shoebox of receipts or feigning interest in your partner’s spreadsheet doesn’t float your boat, then maybe Track My Spend from MoneySmartAu is for you! Here is a great little video on the App that can help you quickly and easily track every cent you spend! #trackmyspend #debt

20.01.2022 Among Australia's most experienced Financial Planners and an expert on wealth management and self-funded retirement, Sandra Wills from Wealthways is known for creating financial confidence and helping clients achieve their dreams. As a Certified Financial Planner Sandra's qualifications represent the highest financial planning designation and a commitment to the highest ethical standards. #CFP #FPA #FinancialPlanner

20.01.2022 Experience is something you don’t get until just after you need it - If you are thinking about investing in the share market for the first time, you need to be confident about your decision, so it’s important to understand the fundamentals of investing.

19.01.2022 Wealthways are pleased to announce we have formed a strategic partnership with Wealthmed Australia, that will not only continue the great relationship we’ve traditionally offered our clients, but one that offers additional high-quality financial services. You can read our full announcement here.

17.01.2022 HAVE YOU STOPPED TO CONSIDER - What insurance options do I have inside my super fund? Do I need it, are the options suitable for my circumstances and what are the costs inside super vs outside super? You should be asking these questions and more. https://bit.ly/2KyAPAt

16.01.2022 CLIENT TALK - The success of our business is largely due to referrals from our existing clients. Here is a snippet from one of our clients - "My initial feelings of apprehension, ignorance & lack of confidence were quickly dispelled by Sandra Wills’ genuine warmth & concern, yet highly professional mode of operating"...

13.01.2022 Financial freedom means choice including when you stop working, travel options, healthcare and aged care options. Have you ever considered..the life you have in the future depends on the financial decisions you make today? Start the conversation now.. https://bit.ly/2sEpYhC #FinancialFreedom

13.01.2022 To truly understand what financial independence means to you, you need to ask the right questions. Whilst details are important, you first need to focus on (and get excited about) your big picture goals.

12.01.2022 Have you considered if the lifestyle you enjoy now will continue into the future? It’s not only planning your retirement that is important, indeed there are plenty of us who are un-retiring, it’s about being able to live your advancing years without experiencing any significant decline in your chosen style of living. More here. https://bit.ly/2s4uRQW #retirement #SunshineCoast #FinancialPlanning #FATE

11.01.2022 I would argue that people who achieve financial independence are good spenders, rather than good savers. . . Find out more about how to spend with confidence. #trackmyspend #financialindependence

07.01.2022 The key to long term financial security is passive income. Your lifestyle and your financial independence are determined by your income, not the size of your house. To be financially secure, you should have at least 1 to 3 times more money outside your home, than in your home.

05.01.2022 When Sandra is not helping her clients at Wealthways achieve financial security, you can find her seeking out new experiences in the great outdoors. Sandra's latest adventure saw her kayaking in the beautiful waters of the Philippines, travelling from El Nido to Coron.

04.01.2022 TAX is often a missed opportunity! What’s your financial FATE when it comes to Tax? To help our clients at Wealthways to be financially well informed, Sandra developed the FATE Ratio framework. More here: #Tax #Lifestyle #SunshineCoast

03.01.2022 When it comes to spending, it’s never been easier you don’t need cash, and you don’t need to get dressed! Because spending happens quickly, easily and often thoughtlessly, it can be difficult to keep track of where your money goes. Find out more about how to spend with confidence. #financialindependence

01.01.2022 Understanding and managing expenses can be tricky, especially in households where two or more people are spending in an ad-hoc manner. Ironically, the more you earn, the bigger the problem. Have a conversation with a Certified Financial Planner today about taking control of your finances. #FinancialPlanning